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Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement
24/7 Wall St.32d agoneutral
Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement

A retiree with $500,000 can buy a high-yield income fund showing a 12% distribution rate today and collect $60,000 in the first year if the payout holds. That same $500,000 spread across quality dividend growers paying 3.5% generates just $17,500 in year one. The bigger check feels smart initially, but the math can turn against ... Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement

Bloomberg32d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Bloomberg32d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs
Insider Monkey32d agoneutral
NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs

NVIDIA Corp. (NASDAQ:NVDA) is one of BlackRock’s 30 most important AI stocks right now. On June 29, the company shared that Anthropic’s Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly available. It provides Azure-native businesses a robust new way to develop domain-specific and […]

Microsoft Corp. (MSFT) Plans to Turn its Copilot AI Chatbots Into Unified App
Insider Monkey32d agoneutral
Microsoft Corp. (MSFT) Plans to Turn its Copilot AI Chatbots Into Unified App

Microsoft Corp. (NASDAQ:MSFT) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional holder, with 7.99% or 593.33 million outstanding shares in the company, as per the filings on March 31. As of the close of July 2, the consensus sentiment around Microsoft Corp. (NASDAQ:MSFT) was also strongly bullish. […]

Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs
Insider Monkey33d agoneutral
Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs

Microsoft Corporation (NASDAQ:MSFT) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Microsoft Corp (NASDAQ: MSFT) confirmed the general availability of Anthropic’s Claude models in Foundry. Organizations can now run Claude within their Azure environments while leveraging Microsoft authentication, billing, and governance controls. Claude Models in Microsoft […]

Investing.com33d agoneutral
Analyst shares 5 takes on the Neocloud vs Hyperscaler opportunities for Meta

Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap
24/7 Wall St.33d agoneutral
The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

3 No-Brainer Stocks to Buy in July and Hold Forever
24/7 Wall St.33d agobullish
3 No-Brainer Stocks to Buy in July and Hold Forever

July sets up as a rare buying window for forever holders. Two of the three mega-caps below are trading well off their 52-week highs, and the third just reported its best March quarter in company history. The thesis here is durability: cloud and AI scale at Microsoft, the global payments toll-booth at Visa, and Apple’s ... 3 No-Brainer Stocks to Buy in July and Hold Forever

Bloomberg33d agoneutral
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand

(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

Nvidia (NVDA) Backs Verkada And Brings In A Microsoft Veteran To Lead Sales
Simply Wall St.34d agoneutral
Nvidia (NVDA) Backs Verkada And Brings In A Microsoft Veteran To Lead Sales

NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to accelerate physical AI adoption in real world environments. NVIDIA will become a strategic investor in Verkada and work on AI search and safety applications for buildings and other physical spaces. The company also appointed former Microsoft executive Nicholas Parker as EVP, Worldwide Field Operations, signaling a change in its go to market leadership. NVIDIA enters this news cycle with its stock at $194.83 and very large...

Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels
24/7 Wall St.34d agobullish
Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels